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Simple Pricing
  • SAA-EW: Strategic Asset Allocation Equal Weight   SAA-Optimal: Strategic Asset Allocation Optimal   AAC: Asset Allocation Composite   TAA: Tactical Asset Allocation
  • : Can still see 1+ month delayed holdings and All historical holdings and transactions. Also can see up to date latest performance.
  • α: SAA-Optimal and TAA are only available for basic subscribers who began before 12/31/2019. These portfolios are still available for all expert and pro subscribers.
  • β: There is no refund in annual subscription plans. If you are not sure about your subscription, please use a monthly plan.
  • γ: A private plan consists of a list of funds (ETFs or mutual funds) of your own choice and their trading restrictions such as minimum holding periods.
  • Your credit card will be charged automatically in the next charge cycle (monthly or annually) unless you cancel your subscription.

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

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